Find out what a buyer would actually say about your business.

Most owners can tell you what their business is worth. Almost none can tell you, dimension by dimension, why, or where the value is quietly leaking out. This self-assessment measures your business across the six factors that determine succession and exit outcomes, and gives you a full breakdown: a readiness score, how you rank on each dimension, and the three specific gaps to close first.

30 questions · no cost · takes 10 minutes

6

Dimensions Measured

30

Diagnostic Questions

10

Minutes To Complete

$0

Cost To You

What it measures

Stop guessing what your business is worth. Start knowing.

Owner Dependence & Operability

How much of the business runs through you personally, your relationships, your decisions, your presence, and what happens to value the moment you step back.

Financial Clarity & Quality of Earnings

Whether your numbers tell a buyer-ready story: normalized earnings, real margins, and a financial narrative that survives due diligence.

Systems, Processes & IP

The documentation behind your operations. What's written down and transferable versus what only exists in your head or your team's.

Leadership Team & Talent Depth

The strength of your bench, and whether your key people would actually stay through a transition or leave with the knowledge that made you valuable.

Market Position & Transferable Value

The specific, deliberate factors that make your business worth more to a buyer, versus concentration and dependency risks you've been hoping won't get noticed.

Succession & Transition Readiness

How defined your timeline, legal structure, and personal financial target actually are, versus a general intention to "exit someday."

The gap most owners can't see

You know your revenue. Do you know what a buyer would actually pay for it?

Most owners carry a number in their head for years, and it's almost always built on hope, not evidence. The gap between what you assume your business is worth and what it would actually appraise at is where deals fall apart and decades of work get discounted at the worst possible moment.

Where most owners stand

You have a gut-feel number, but no one's pressure-tested it against how a buyer actually evaluates a business.

The business runs through you — and you've never measured exactly how much that costs you in value.

Your financials tell an internal story, not the normalized, buyer-ready one due diligence requires.

"Someday" is the plan. There's no defined timeline, target, or roadmap behind it.

Rashellee Herrera

CPA · CISA · CIA · CFE · cCAE · Certified Exit Planning Advisor

Rashellee developed this assessment from the same lens she brings to every engagement: how a sophisticated buyer actually evaluates a business, not how an owner presents it. Her background spans audit, financial systems design, and operational review, providing the practitioner's perspective behind every question in this diagnostic.

start now

Your baseline is ten minutes away.

Get the assessment below. Rate each statement honestly. You'll get an immediate score, a breakdown across all six dimensions, and your top three priorities to work on first.